Lauren Nadler is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and over 20 years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Bank since 2019 and previously at UBS Financial Services from 2016 to 2019. In addition to her advisory role, she is also able to offer certain banking products and services through J.P. Morgan Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Jonathan Emerick is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2014 and JPMorgan Chase Bank, N.A. since 2016. Outside of finance, he consults on business ideas for an orthodontics practice. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Kathy Frazier is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at UBS Financial Services. Frazier is based in New York, NY. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Joseph Lambert is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 21 years of industry experience. He has worked at various J.P. Morgan entities since 2004 and is involved as a general partner in rental housing and land development businesses. Lambert is also a co-owner of a luxury day spa franchise operated by his wife. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, manager searches, and performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, offering a range of advisory and brokerage services.

Elliot Alvarado is a financial advisor at J.P. Morgan Securities with eight years of industry experience and holds a Series 66 designation. He previously worked at Edward Jones for three years and has been involved in business ownership through Mile Marker Trucking, LLC, where he owns a tractor trailer intended for leasing to local businesses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Robert Brisbane is a financial advisor with J.P. Morgan Securities in San Diego, CA, holding Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at Bank of America, Merrill, Charles Schwab, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Dominique Reyes is a financial advisor at J.P. Morgan Securities with three years of industry experience. They hold a Series 66 designation and have worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2023. Prior to this, Reyes has diverse work experience including roles at Corebridge Financial, PAX Labs, Heylo LLC, and other companies. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advisory services through a select group of Wealth Advisors.

Marcia Herrera is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various capacities since 2014, currently serving at JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Glazier is a financial advisor at J.P. Morgan Securities in New York, NY, holding the Series 66 designation with two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Equitable Financial Life Insurance and Equitable Advisors, LLC. Outside of finance, he has experience running a power washing business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Ryan O'Connor is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has previously worked at First Republic Securities Company, ReAssure, First Derivatives Plc, and The University of Manchester. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Ronald Xela is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and JPMorgan Chase Bank, N.A. Outside of finance, he has been involved with Sicily Pizza III in various capacities over several years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers access to a range of investment strategies approved through internal review processes.

Sherman Hasselstrom is a financial advisor with J.P. Morgan Securities in Philadelphia, holding a Series 66 designation and five years of industry experience. He previously worked at Morgan Stanley from 2007 to 2023 before joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2023. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Maria Mark is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 designation and has worked at JPMorgan Chase Bank, Bank of America, Merrill, and several pharmacy-related businesses. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

John Boyle is a CFP® professional with over 31 years of experience in the financial industry. He has been with J.P. Morgan Securities since 2012 and is also affiliated with Jpmorgan Chase Bank, N.A. since 2002. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Jocelyn Caliel is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Charles Schwab and Mercer Global Advisors. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Christopher Conway is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Fidelity Investments, Bank of America Merrill Edge, and Thomson Reuters. Outside of finance, he has been involved with Richmond Landscaping & Associates and Rudy's Barbecue and Country Store. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary framework. The firm integrates quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Corinne Kurtz is a financial advisor with J.P. Morgan Securities in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with J.P. Morgan Securities since 2017 and has worked at JPMorgan Chase Bank, N.A. since 1999. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations, delivering services on a non-discretionary basis while clients retain final decision-making authority.

Amy Lopez is a CFP® with 21 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities since 2012. Her prior roles include positions at Merrill, UBS Financial Services, and Ameriprise. Outside of her advisory work, she is a 50% owner of Moats Corporation, a retail business focused on new wellness products and patent filings. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Valentina Herrera Castano is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at notable firms including Bank of America and Merrill. Prior to her financial services career, she was involved with V.H. Cabinets Installation Corp. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Arman Arneja is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He has worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2019. Prior to that, he was employed at OSMG International Auto Source from 2014 to 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm incorporates quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework in its recommendations.